Heritage Wealth Management (Arizona)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$402K	Buy	13,178 +6,408	+95%	+$199K	0.06%	253
2022 Q3	$214K	Hold	6,770	–	–	0.07%	214
2022 Q2	$223K	Sell	6,770 -419	-6%	-$14.2K	0.07%	216
2022 Q1	$262K	Buy	+7,189	New	+$264K	0.07%	217
2021 Q3	$313K	Buy	8,058 +804	+11%	+$31.5K	0.11%	144
2021 Q2	$285K	Sell	7,254 -857	-11%	-$33.2K	0.11%	163
2021 Q1	$311K	Buy	+8,111	New	+$308K	0.18%	100

Other funds holding PFF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PFF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Preferred and Income Securities ETF (PFF) stake by 95% in Q4 2022, buying an estimated $199K and bringing the position to 13,178 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #253.

Heritage Wealth Management (Arizona) first reported a position in PFF in Q1 2021 and has held it in 7 quarters since. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Heritage Wealth Management (Arizona) held 13,178 shares of iShares Preferred and Income Securities ETF worth $402K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 6,408 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $199K.
iShares Preferred and Income Securities ETF made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #253 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Preferred and Income Securities ETF in Q1 2021 and has held it in 7 quarters since.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.